When a customer hits a happy moment (an NPS promoter score or a milestone), this workflow sends their unique referral code, tracks the friend they invite, thanks the referrer, and rewards both sides when the referral converts.
At a glance
| |
|---|
| Trigger | NPS promoter or customer milestone |
| Channels | WhatsApp |
| Templates | 3 (invite, referral Flow, reward) |
| Typical cycle | Ongoing |
| Platforms | HubSpot |
What this workflow does
Eligible customers receive an invitation with a unique referral code and an in-chat referral Flow to nominate a friend. The nominated friend receives a personalised message with the code. When the friend signs up or buys, the workflow confirms the conversion, thanks the referrer, and triggers a two-sided reward, all tracked in HubSpot so the programme runs itself.
What you will need
- WhatsApp templates for the invite, a referral Flow, and reward messaging
- A unique referral code per customer, stored on the contact
- Properties to track referrer, friend, and conversion status
- A reward fulfilment step (credit, discount, or Stripe coupon)
Workflow steps
- Trigger NPS promoter score, or a milestone such as a renewal or a delivered project.
- Send invite share the unique code and a Refer someone call to action.
- Send referral Flow capture the friend’s name and mobile, plus an optional personal message.
- Invite the friend send the friend a personalised message with the code.
- Check signup when the friend converts, confirm the referral and record both sides.
- Reward both sides thank the referrer and apply the two-sided reward.
WhatsApp templates
tmpl_referral_invite refer-a-friend invite with copy code (Marketing category)tmpl_referral_flow referral nomination Flow (Utility category)- Reward and thank-you template
Tips and gotchas
Trigger referrals off a genuine happy moment such as a promoter NPS score. A referral asked at the point of delight converts far better than a blanket campaign, and keeps blended acquisition cost down.
